Muskoka © Benedek, instock
About
Donations of publicly traded securities to a registered charity are exempt from capital gains tax. With your gift, you will receive a charitable tax receipt from Ontario Nature for the full market value of your donated securities at the date of the transfer.
Download the securities transfer form.
Common loon © Peter Ferguson
Testimonial
Giving donations of securities has important tax benefits.
When you give securities, you get more of a tax break, and the charity gets a larger donation! There are variables to consider, including capital gains, and how to maximize your benefits will depend on your particular situation. It’s a great idea to talk to your financial advisor about what works best for you.
I personally give securities because I enjoy the satisfaction of seeing my donations go to work right away. And I know that, for Ontario Nature, they can put my gift to use immediately, funding the most urgent priorities for nature.
Chris Robinson, PhD CFPretired™ CPA,CA, Professor Emeritus of Finance and Senior Scholar, York University, Fellow of FP Canada
Chris Robinson
Learn More
For more information on how to make a gift of securities and the tax benefits, please contact Ontario Nature’s fundraising director, Kirsten Dahl.
Contact Kirsten directly at 1-800-440-2366 ext. 235.
Great spangled fritillary © Jenna Siu